Virak Mann is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, having previously worked at firms including J.P. Morgan Securities, UnionBanc Investment Services, and LPL Financial LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs utilizing a multi-provider model with discretionary and non-discretionary portfolio management, integrates services from KeyCorp affiliates, and emphasizes percentage-of-AUM wrap fees.

Peggy Maravilla is a financial advisor at TIAA‑CREF with 25 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining TIAA‑CREF in 2023. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm’s advisory model distinguishes between one-time planning and ongoing discretionary management, offering both model and customized portfolio solutions.

Adam Guenther is a CFA® charterholder with 14 years of industry experience. He is currently with Corient in Bellevue, WA, having joined the firm in 2025 after spending 14 years at Bristlecone Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party managers, with ongoing risk management and portfolio monitoring.

Khoi Cung is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with D.A. Davidson & Co. since 1998. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Howard Englehart is a financial advisor at TLG Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Securities America, Inc., Cetera Advisors LLC, and KMS Financial Services, Inc. In addition to his advisory role, he is an independent insurance agent recommending life, annuities, and long-term care insurance products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional clients through a combination of investment supervisory services, portfolio management, and comprehensive financial and estate planning. Its approach integrates fundamental analysis and Modern Portfolio Theory, offering a direct-to-consumer program called Starlight Portfolios alongside ERISA fiduciary services.

Grant Williams is a financial advisor at TIAA-CREF in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Ameriprise and Humana, among other roles. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm differentiates its one-time planning services from ongoing management and acts as adviser to a donor-advised fund within a vertically integrated group that includes affiliated funds.

Thomas Martin is a CFP® with 23 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has held positions at The Colony Group, Buckingham Strategic Wealth, Dental Wealth Advisors, and other firms. Outside of his advisory role, he serves as a transitions advisor for DG Transitions and provides tax-related contracting services through an accounting firm. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies along with access to private funds and institutional solutions.

Kristoffer Sun is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial and Barnhorn Financial, LPL. His career also includes a role at St. Petersburg College. Oppenheimer serves individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services on both discretionary and non-discretionary bases, with a notable emphasis on non-discretionary assets and custody of client assets as a qualified custodian.

Cheryl Kitashima is a CFP® with 45 years of industry experience and has been with Centaurus Financial, Inc. since 2005. She also operates KITASHIMA WEALTH ADVISORS LLC, a financial planning business used for branding purposes. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering financial planning, portfolio management, and retirement-plan consulting through a variety of advisory arrangements and investment strategies.

Eric Chaney is a financial advisor with Commonwealth Financial Network in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked at Woodbury Financial Services and Spectrum Financial Partners, where he is also a co-owner. Outside of his advisory role, he serves as a parental caregiver with the Washington State Department of Developmental Disabilities. Commonwealth Financial Network supports a national network of nearly 3,000 advisors, providing back-office operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and model portfolios, enabling advisors to tailor investment strategies for retail and institutional clients.

Daniel Berge is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Oppenheimer. He joined Oppenheimer in 2021 after five years at Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer that serves a wide range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers diverse programs and advisory services that utilize both discretionary and non-discretionary approaches across various asset classes, with an emphasis on customized investment policy development and ongoing portfolio management.

Anthony Sibley is a CFP® and holds a Series 66 license, with eight years of experience in the financial industry. He is currently an advisor at Creative Planning, where he has worked since 2023. His prior experience includes roles at The Clarius Group, Morgan Stanley, and Apptio. Creative Planning provides investment advisory and financial planning services to a broad client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Michael Purpura is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with D.A. Davidson for 30 years and serves as a director at D.A. Davidson Companies, providing general oversight and board duties. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, providing a range of advisory services and distinguishing itself through municipal advisory activities and affiliated custodial services.

Charles Griffith is a financial advisor at Oppenheimer in Bellevue, WA, holding a Series 66 designation. He has been with Oppenheimer since 2026 and has prior experience working in the hospitality industry. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Hao Wu is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Transamerica, he worked in the aviation technology sector with Sine Draco Aviation Technology and at Boeing. He is involved with the Seattle Chapter of the Chinese Institute of Engineers. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services with a range of proprietary and third-party investment models, managing a combined discretionary and non-discretionary portfolio in the billions.

Tyler Gaspard is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Corient. Prior to joining Corient, he worked for Columbia Pacific Wealth Management for 12 years and has held roles at CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party solutions, supported by ongoing portfolio monitoring and risk management tools.

Adam Willis is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and previously worked at Wedbush Securities Inc. for four years and Green Guard Services for six years. Willis is based in Bellevue, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs and services, including asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary approaches.

Michael Pankaskie is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. His prior experience includes 15 years at Boeing Employee Credit Union and LPL Financial. He is also involved with CHA Wealth Management, where he provides investment advice and portfolio management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm provides services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets with access to multiple management platforms and third-party solutions.

George Lane is a CFP® practitioner with 18 years of industry experience, currently advising at Clearstead and Clearstead Advisory Solutions. His prior roles include positions at The Clarius Group, Private Ocean, and Joslin Capital Advisors. He is admitted to the Washington Bar but is not actively practicing law. Clearstead serves affluent private clients and institutional investors, offering a range of services including investment management, financial and tax planning, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and employs institutional disciplines and proprietary strategies across client portfolios.

Anqi Yang is a financial advisor with Goldman Sachs Wealth Services in Seattle, WA, holding Series 63 and Series 65 credentials and six years of industry experience. Her career includes multiple roles at Goldman Sachs & Co. and a period at Uber Technologies, Inc. from 2015 to 2018. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, benefiting from integration with Goldman Sachs’ broader ecosystem and offering advanced research, operational tools, and a variety of service platforms.